Wow. I could sing Lloyds praises forever. I met him through my Uncle who takes his finances seriously and doesn't trust just anyone. That's another high compliment to Lloyd's character. He treats you like family, is easy to reach, responds very quickly and really goes above and beyond with his clients. Our family is so fortunate to know him and he has become a great friend as well. Highly recommend this group!
March 2020
I was very impressed and happy after we able to see both Lynne Mason and James Tarp. I know tax time is super busy for preparers and I therefore keep my expectations low and patience high. I never expected that you, Lynne would have our tax filing done by the seemingly quick and arbitrary date when we happened to have our investment appointment with James. And to top it off, we were able to discuss the conclusion for our tax process after our investment appointment with James. While one could hope for such amazing efficiency and convenience, I never ever expected that under these circumstances. And to make it even more remarkable, just days before the taxes were done... read full review
Wow. I could sing Lloyds praises forever. I met him through my Uncle who takes his finances seriously and doesn't trust just anyone. That's another high compliment to Lloyd's character. He treats you like family, is easy to reach, responds very quickly and really goes above and beyond with his clients. Our family is so fortunate to know him and he has become a great friend as well. Highly recommend this group!
I was very impressed and happy after we able to see both Lynne Mason and James Tarp. I know tax time is super busy for preparers and I therefore keep my expectations low and patience high. I never expected that you, Lynne would have our tax filing done by the seemingly quick and arbitrary date when we happened to have our investment appointment with James. And to top it off, we were able to discuss the conclusion for our tax process after our investment appointment with James. While one could hope for such amazing efficiency and convenience, I never ever expected that under these circumstances. And to make it even more remarkable, just days before the taxes were done... read full review